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Willis Towers Watson
WTW

Overview Fund Activity

625 hedge funds and large institutions have $23.1B invested in Willis Towers Watson in 2023 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 195 increasing their positions, 227 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
625
Holders Change
+69
Holders Change %
+12.41%
% of All Funds
9.16%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.25%
New
120
Increased
195
Reduced
227
Closed
43
Calls
$126M
Puts
$57.7M
Net Calls
+$68.3M
Net Calls Change
+$4.3M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
$355M
2
Morgan Stanley
Morgan Stanley
New York
$381M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$107M
4
Millennium Management
Millennium Management
New York
$103M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$346M

Top Sellers

1
CCM
Cantillon Capital Management
New York
$0
2
Artisan Partners
Artisan Partners
Wisconsin
$1.09B
3
American Century Companies
American Century Companies
Missouri
$174M
4
First Trust Advisors
First Trust Advisors
Illinois
$2.74M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$17.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
ClearBridge Investments
401
ClearBridge Investments
New York
$417K – – –
Northwestern Mutual Wealth Management
402
Northwestern Mutual Wealth Management
Wisconsin
$413K +$2.9K +12 +0.7%
TFF
403
The Family Firm
Maryland
$411K – – –
DAS
404
Dynamic Advisor Solutions
Arizona
$411K +$14.3K +60 +4%
Empower Advisory Group
405
Empower Advisory Group
Colorado
$410K +$482 +2 +0.1%
SFA
406
Sequoia Financial Advisors
Ohio
$408K +$408K +1,690 New
Cambridge Investment Research Advisors
407
Cambridge Investment Research Advisors
Iowa
$401K -$45.4K -188 -10%
XT
408
XTX Topco
Cayman Islands
$397K +$397K +1,644 New
ASN
409
Advisory Services Network
Georgia
$395K +$965 +4 +0.2%
FTDI
410
First Trust Direct Indexing
Massachusetts
$393K +$140K +579 +55%
SPIA
411
Steward Partners Investment Advisory
New York
$393K +$3.86K +16 +1%
MML Investors Services
412
MML Investors Services
Massachusetts
$385K +$145K +600 +60%
PHK
413
Point72 Hong Kong
Hong Kong
$378K +$378K +1,566 New
FHA
414
First Horizon Advisors
Tennessee
$376K +$2.89K +12 +0.8%
FWM
415
Fonville Wealth Management
Virginia
$375K +$375K +1,554 New
BSW
416
Buckingham Strategic Wealth
Missouri
$375K +$10.9K +45 +3%
OTL
417
Oak Thistle LLC
New York
$374K +$374K +1,551 New
RWMH
418
Riverpoint Wealth Management Holdings
Illinois
$372K – – –
CIA
419
Cladis Investment Advisory
Montana
$364K – – –
BBHC
420
Brown Brothers Harriman & Co
New York
$363K -$1.69K -7 -0.5%
SCA
421
Snowden Capital Advisors
New York
$363K +$363K +1,505 New
BAM
422
Blueshift Asset Management
New Jersey
$360K +$9.17K +38 +3%
PA
423
Profund Advisors
Maryland
$360K +$72.6K +301 +25%
Vontobel Holding
424
Vontobel Holding
Switzerland
$358K -$50.2K -208 -12%
NIM
425
NEOS Investment Management
Connecticut
$353K +$353K +1,463 New
15 16
17
18 19